Get Edi 850 Transaction Set Workbook Form

Filling out the Edi 850 Transaction Set Workbook Form online is a straightforward process that facilitates the creation of purchase orders in an electronic data interchange (EDI) environment. This guide provides step-by-step instructions to ensure you understand each section and field within the form.

Follow the steps to complete the form accurately

1. Click the ‘Get Form’ button to download the Edi 850 Transaction Set Workbook Form and open it in your preferred document editor.
2. Begin by filling in the Transaction Set Header section; this includes the Transaction Set Identifier Code (ST01), which should be set to '850', and the Transaction Set Control Number (ST02), a unique identifying number for your transaction.
3. Proceed to the Beginning Segment for Purchase Order section. Here, complete fields indicating the Transaction Set Purpose Code (BEG01) and the Purchase Order Number (BEG04) assigned by you or your organization.
4. In the Sales Requirements section (if applicable), indicate the conditions regarding the order such as the Sales Requirement Code (CSH01). Specify any monetary limits if necessary (CSH03).
5. Fill out the Date/Time Reference section with relevant dates. Ensure to include the Date/Time Qualifier (DTM01) and the specific date (DTM02) as per your transaction needs.
6. Move on to the Carrier Details section to provide routing information using TD5 segment. Specify the routing code and carrier details as necessary.
7. For proper identification of your party, complete the Name section (N1) along with the Address Information (N3) and Geographic Location (N4) that indicates the shipment's destination.
8. In the Baseline Item Data section (PO1), detail each item you are ordering, including Assigned Identification (PO101) and Quantity Ordered (PO102). Add any necessary product descriptions using the Product/Item Description (PID) section.
9. Finish with the Transaction Totals (CTT) and Monetary Amount (AMT) sections to summarize the number of line items and total transaction amount.
10. Finally, review all entries for accuracy, then save your changes. You can download, print, or share the completed form as needed.

Begin completing your Edi 850 Transaction Set Workbook Form online now to streamline your purchase order process.